Create/Edit Case Templates (Admin Permission)

Follow the steps below to create a new recruitment case template:

  1. Create a new recruitment case and save it.
  2. Fill in all the information you want to include in the case template, such as Organization Level, description, questions. Also, select the department where you want the template to be available via the organization level, and then save it.
  3. Click on "Case Templates" -> "Create and delete case templates".
  4. Create a new case template by clicking on "Create new case template" and then fill in the desired title for the template.
  5. Choose who should have access to the template (the department you selected under the organization level).
  6. Note that if you want to include questions you've added, you must check the box "Include any questions in the advertisement in the case template".
  7. After you have clicked on "Create case template", you can close the case and delete it (if you don't want to keep it).